Institutional Ownership Ishares Tr Msci Eafe ETF (EFA)
This table provides information about the institutional ownership of Ishares Tr Msci Eafe ETF (EFA). We have compiled data on the 2,116 institutions that hold shares in the stock, with a total of 572 Million shares, which have been reported (via 13F filing form) to have a value of $44.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
3,297
shares
|
$255,517
0.15% of portfolio
|
Q3 2023
Added 0.18%
|
|
|
Rede Wealth, LLC
|
Oct 18, 2024 Q3 2024 |
3,291
shares
|
$255,052
0.11% of portfolio
|
Q2 2024
Reduced 10.23%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Nov 14, 2024 Q3 2024 |
3,281
shares
|
$254,277
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Financial Advisors, LLC
Andover, MA |
Oct 16, 2024 Q3 2024 |
3,274
shares
|
$253,735
0.05% of portfolio
|
Q3 2024
Added 8.73%
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
3,248
shares
|
$251,720
0.12% of portfolio
|
Q3 2024
Reduced 4.27%
|
|
|
Riversedge Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
3,225
shares
|
$249,937
0.07% of portfolio
|
Q4 2023
Reduced 21.26%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 16, 2024 Q3 2024 |
3,225
shares
|
$249,937
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 28, 2024 Q3 2024 |
3,218
shares
|
$249,395
0.12% of portfolio
|
Q2 2024
Reduced 3.77%
|
|
|
Augustine Asset Management Inc
|
Oct 25, 2024 Q3 2024 |
3,215
shares
|
$249,162
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
3,210
shares
|
$248,775
0.03% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Redw Wealth LLC
|
Oct 29, 2024 Q3 2024 |
3,207
shares
|
$248,542
0.07% of portfolio
|
Q4 2023
Reduced 0.56%
|
|
|
Sfg Wealth Management, Llc.
|
Oct 31, 2024 Q3 2024 |
3,205
shares
|
$248,387
0.15% of portfolio
|
Q2 2024
Added 0.06%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Aug 08, 2024 Q2 2024 |
3,196
shares
|
$247,690
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
3,184
shares
|
$246,760
0.03% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Occidental Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
3,183
shares
|
$246,682
0.04% of portfolio
|
Q3 2024
Added 7.17%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
3,172
shares
|
$245,830
0.06% of portfolio
|
Q3 2024
Reduced 2.64%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Nov 08, 2024 Q3 2024 |
3,172
shares
|
$245,830
0.07% of portfolio
|
Q3 2024
Reduced 30.15%
|
|
|
Sonata Capital Group Inc
|
Oct 31, 2024 Q3 2024 |
3,167
shares
|
$245,442
0.11% of portfolio
|
Q3 2024
Reduced 22.4%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Oct 23, 2024 Q3 2024 |
3,165
shares
|
$245,287
0.25% of portfolio
|
Q4 2023
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
3,152
shares
|
$244,280
0.07% of portfolio
|
Q2 2024
Reduced 17.03%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 08, 2024 Q3 2024 |
3,150
shares
|
$244,125
0.04% of portfolio
|
Q3 2024
Reduced 29.8%
|
|
|
Pack Private Wealth, LLC
Wayzata, MN |
Oct 28, 2024 Q3 2024 |
3,149
shares
|
$244,047
0.15% of portfolio
|
Q4 2022
Reduced 21.35%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
3,147
shares
|
$243,892
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 09, 2024 Q3 2024 |
3,138
shares
|
$243,195
0.03% of portfolio
|
Q3 2024
Reduced 5.99%
|
|
|
Gsb Wealth Management, LLC
|
Oct 25, 2024 Q3 2024 |
3,135
shares
|
$242,962
0.07% of portfolio
|
Q2 2024
Added 1.26%
|